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Q2 Portfolio Update – Stable Performance in a Volatile Environment
Q2 Recap of our L/S Commodity Strategy
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El Nino is Coming! - What it Means for Commodity Prices in 2026
Apr 27
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Lukas Kuemmerle
47
6
1
Commodities Going Into 2024 & Our Biggest Mistakes During 2023
Jan 1, 2024
•
Lukas Kuemmerle
30
Another textbook buy the rumor sell the fact trade incoming? // Red Sea Conflict Leads Shipping Rates Higher
Jan 15, 2024
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Lukas Kuemmerle
26
1
How Commodities Perform Around First Rate Cut
Jan 22, 2024
•
Lukas Kuemmerle
24
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Stop Watching the Hurricane Forecast - even with El Nino
Commodity Report #258
Aug 3
•
Lukas Kuemmerle
8
Commodity Market Movers Report - Portfolio Update 02.08.2026
How we’re positioned and what we’re looking out for.
Aug 3
•
Lukas Kuemmerle
Corn Belt Drought Is Back in the Headlines - the Trade We're Watching Is a Short, Not a Long
Commodity Report #257
Jul 27
•
Lukas Kuemmerle
9
1
Commodity Market Movers Report - Portfolio Update 26.07.2026
How we’re positioned and what we’re looking out for.
Jul 27
•
Lukas Kuemmerle
2
Why El Niño Is a Terrible Agriculture Trade
Commodity Report #256
Jul 20
•
Lukas Kuemmerle
16
Commodity Market Movers Report - Portfolio Update 19.07.2026
How we’re positioned and what we’re looking out for.
Jul 20
•
Lukas Kuemmerle
What People Can Learn from 2024 El Nino Hedging Disaster
Commodity Report #255
Jul 13
•
Lukas Kuemmerle
12
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The Commodity Report
Tradeable Commodity Research from an Alpha-Capture Strategist.
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